See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,465 | $106,890-44.4% | $84,015-29.2% | $152,861-61.1% |
| Participation rate | 35.7% | 75.2%-39.5pp | 69.0%-33.3pp | 82.4%-46.7pp |
| Annual return | 7.44% | 104.99%-97.5pp | 71.31%-63.9pp | 345.32%-337.9pp |
| Employer contribution / active EE | $508 | $2,734-81.4% | $1,983-74.4% | $4,762-89.3% |
| Participant deferral / active EE | $590 | $4,011-85.3% | $3,239-81.8% | $5,850-89.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |